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KBWB
+9.43 · +12.27%
$86.29 · NASDAQ

Invesco KBW Bank ETF (KBWB) ETF Analysis | Financial

Invesco · United States
AUM:$6.0B
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 28.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is KBWB?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index of companies primarily engaged in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KBWB delivered 28.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 60.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$6.0B
Expense Ratio0.35%
Dividend Yield1.99%
Holdings24
Inception DateNov 2011
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.45
CategoryFinancial
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.4%
1Y
+26.3%
3Y
+146.2%
5Y
+62.5%
OpenBook InsightIf you had invested £10,000 in KBWB 5 years ago, it would have grown to £16,250 — a gain of £6,250.

Annual Returns

Calendar year performance

KBWB delivered positive returns in 3 of the last 5 calendar years.
YearKBWB
2026 YTD+13.0%
2025+32.2%
2024+35.5%
2023-1.7%
2022-23.7%
CAGR 4yr+7.6%
3/5 positive yearsAvg return: +11.0%Worst year: -23.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
15.8%
Low
Momentum
+0.3%
30-day change
Support Level
94.78
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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